DE GROOTE FINANCIAL GROUP, LLC
Thousand Oaks, CA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 230-0111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, THOUSAND OAKS
16 advisers found
HILLCREST FINANCIAL GROUP
Thousand Oaks, CA
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(805) 373-8686
MFA WEALTH SERVICES
Thousand Oaks, CA
AUM
$293.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
833-496-5474
HOFER & ASSOCIATES WEALTH MANAGEMENT
Thousand Oaks, CA
AUM
$216.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-557-8054
PACIFIC FINANCIAL STRATEGIES, INC
Thousand Oaks, CA
AUM
$201.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; HOURLY/FIXED FEES FOR FINANCIAL PLANNING
(818) 991-7794
CEDARSTONE ADVISORS
Thousand Oaks, CA
AUM
$198.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(888) 571-5582
DRH INVESTMENTS, INC.
Thousand Oaks, CA
AUM
$191.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 826-1740
LONGEVITY CAPITAL MANAGEMENT
Thousand Oaks, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-917-6771
EAGLESON ARNDT FINANCIAL ADVISORS
Thousand Oaks, CA
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-496-8450
STRATEGIC FINANCIAL
Thousand Oaks, CA
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
805-494-1825
RETIREMENT WEALTH CENTER INC
Thousand Oaks, CA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-778-9277
TEAM ELEVATED ASSET MANAGEMENT
Thousand Oaks, CA
AUM
$33.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-378-0072
BUFF YOUR FINANCES
Thousand Oaks, CA
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(805) 267-9016
ALIGN INVESTMENT ADVISORS, LLC
Thousand Oaks, CA
AUM
$2.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Performance-based fees
8053004886
FARRELL FINANCIAL, INC.
Thousand Oaks, CA
AUM
$73.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-874-4005
Full profileNo website
GOLD COAST SECURITIES, INC.
Thousand Oaks, CA
AUM
$39.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-496-3660
Full profileNo website